3 / 5 Stars
4 4 3 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#92 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.58 percent over the past year, 14.36 percent over the past three years, 19.99 percent over the past five years, and 10.86 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||10.9%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in common stocks; and up to 25% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It invests principally in common stocks of small-and medium-capitalization foreign and domestic companies, which the managers define as those with market capitalizations falling within the ranges of the Russell 2000 Index and the Russell Midcap Index at the time of purchase.
Fees are Low compared to funds in the same category.
Wells Fargo Advantage Common Stock Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.